Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,491 | $101,795-35.7% | $165,100-60.3% | $80,959-19.1% |
| Participation rate | 71.1% | 71.8%-0.8pp | 78.6%-7.6pp | 67.7%+3.4pp |
| Annual return | 22.04% | 16.73%+5.3pp | 70.21%-48.2pp | 35.67%-13.6pp |
| Employer contribution / active EE | $803 | $2,954-72.8% | $4,348-81.5% | $2,757-70.9% |
| Participant deferral / active EE | $4,910 | $4,476+9.7% | $6,035-18.6% | $4,300+14.2% |
| Admin fee / account holder | $6,847 | $8,221-16.7% | $12,696-46.1% | $6,925-1.1% |